Life Guide Center

Our Life Guide Center is designed to make it easier for you to make difficult life decisions where your money is concerned. From paying for college to planning for retirement, and everything in between, we've got you covered. And if you have a decision to make about something that's not covered here, you should always feel free to consult with one of our financial designers, who can help you with just about anything you can imagine.

Click on any of the topics below to learn more in our Life Guide Center. 

Paying for College
You shouldn't need a degree in economics to figure out how to pay for college. We can help you set up a plan today to help you get through any kind of degree you want to work towards.

Investing for Retirement
Nobody wants to think about retirement planning. That’s where we come in. With a customized LifeDesign program, you can create a plan that fits your current financial status without creating any stress and strain, so can relax now and in the future.

Cash and Debt Management
Debt is a scary thing. But did you know that the right kind of debt can actually help you? We can show you how.

Buying and Selling Real Estate
It is well known that the best investment is in real estate. So when it comes to buying and selling, we can help you make smart decisions based on your specific goals.

Major Life Events
Getting married? Pursuing your dream as a professional hang glider? There are a lot of important things to worry about when major life events roll around. Let us make figuring out the finances behind them easy, so you can focus on your day to day experience.

Your 401(k)
Setting up your 401(k) can seem like a daunting process. That’s where we come in to help you make it a lot more simple. Our knowledgeable staff can make it easier to think through the future, so you can focus on
right now.

Getting Ready to Retire
When the clock starts ticking on closing time, you should be focusing on how you're going to spend your well-earned golden years. Fidelity Bank makes it easy to track your progress, so you can think about where you're headed, rather than how you'll get there.

Buying Insurance/Benefits at Work
You do great work for your company, but it's time for them to return the favor. Put your company to work for you with the right insurance benefits from your employer.

Investing and Investments
When it comes to your nest egg, there’s always room for growth. Consult with one of our financial designers today to find out how.

Running Your Business
Running your own business and being your own boss is the American Dream. But we're willing to bet few people dream about managing their cashflow, or structuring their growth. We can make that easy, so you can put your heart and soul into the things you're passionate about.

Planning Your Estate
Help your legacy to live on. By successfully planning your estate, you can ensure that you give your loved ones something to truly cherish.

Career Transition
Changing career paths can be an incredibly stressful time. Whether you have to move, buy or sell a vehicle, or buy a whole new wardrobe to support your career decision, we can help to lift some of the financial stress so that you can make the right decisions for you.

Staying Safe Online
Ensuring your online safety has never been a more complicated matter. But we can help simplify it for you.

Avoiding Identity Theft
There's only one you and since identity theft is on the rise, protecting yourself is more important than ever.